Fix PM Historical Aged Trial Balance (HATB) Performance
When we implemented Dynamics GP, the accounting team selected the Payables Historical Aged Trial Balance (HATB) report as one to run at month end. They really like being able to run the report as of the last day of the prior month after all the payments have been recorded. 10 years of data lat...
Print 1099's On Blank Paper
Would be nice to print 1099's on blank paper like we can for W-2's in GP2016 and newer versions of GP.
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs
Thanks
Reason for voiding a payables invoice or payables check
Add a reason for voiding a payables check or payables invoice.
Thank you for your suggestion. We will consider this for a future release.
Jodi Christiansen
PM, Microsoft
Add DBA Name field on Vendor Maintenance window for 1099 Vendors
Add an additional name field to the vendor maintenance window that represents the DBA information for vendors that need to report their 1099's this way. Then program the 1099 report to be smart enough to format the 1099's correctly depending on whether there is a value in the DBA name field or...
https://community.dynamics.com/gp/b/dynamicsgp/posts/add-dba-name-field-on-vendor-maintenance-window-for-1099-vendors
Would like copy and paste for purchasing transactions
We enter several GL accounts in a purchasing transaction, so copy/paste from an Excel report would be very beneficial This forum post has a need for it as well in the community. There are some ISV's that do this, but would be nice to see this in the core product like GL copy and paste is a HUG...
Drop and Drag Images
Adding the capability to drag and drop files to attach them to transactions (typically images of invoices) within the various modules of GP, specifically, the payables module rather than having to open and attach an image/file.
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Jodi Christiansen
PM, Microsoft
The ability to unapply a partially applied doc on an open payment
I an surprised this is not already out there.... i did search extensively and did not find it. I have an issue where I have an OPEN payment that is partially applied and I need to unapply it. The payment is not a check. I is a manual payment that was applied to the wrong invoice. I can not una...
Thank you for your suggestion. We will consider this for a future release.
Jodi Christiansen
PM, Microsoft
Import Credit Card Transactions
GP needs the ability to import credit card transactions into payables a la QuickBooks. We now can pay them with a 'credit card' check run, please give us an easy way to get the invoice recorded.
To learn more about this feature review this documentation:
https://community.dynamics.com/gp/b/dynamicsgp/posts/import-credit-card-transactions
Payables EFT post in detail in bank rec - need in summary
When an EFT file for payables is sent to the bank, they deduct the entire summary amount from your account on one line. However, GP posts them as individual lines in bank rec, so reconciling is difficult and time consuming. And eBank Rec will not recognize them. My suggestion is to have GP pos...
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs
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Terry Heley
Microsoft
Reprint EFT payment register
When an EFT batch is posted, the EFT PAYMENT REGISTER report is generated and can be printed only at this moment. Could you add the possibility to reprint this report? There is no way to get a copy of this report if it is not printed at this moment.
This will be in the 18.7 October 2024 Release
Dynamics GP Resource Directory - Dynamics GP | Microsoft Learn
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Terry Heley
Microsoft
Administrator
Thank you for submitting this suggestion and for the votes it has received.
After thorough review, we regret to inform you that this suggestion has been declined for a future release of Dynamics GP.
The slowness issue typically arises due to the filters and restrictions set on the report.
However, for most customers, the report will run in a reasonable amount of time and provide accurate results.
While we won’t be addressing this specific feature in a future release, you might consider exploring Steve’s SQL option as an alternative.
Reports often perform better when directly querying the SQL database rather than going through the front-end UI.
Given the lifecycle and current state of Dynamics GP, this feature will not be implemented at this time.
Performance of PM Historical Aged Trial Balance (HATB) (dynamics.com)
Thanks
Terry Heley
Microsoft